A Practice Partner, Available Anytime
See AI coaching with insurance-specific roleplay, objection handling, and per-turn feedback.
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AI Coaching Session in Action
Why Agents Love AI Coaching
Insurance-Specific Practice Tracks
Not generic sales tips. Practice tracks written for life, health, IUL, and annuity conversations — and you can author your own scenarios for the situations your agents actually face.
AI Roleplay Sessions
Practice client conversations with an AI that plays realistic prospect roles — skeptical buyers, price shoppers, confused retirees.
Objection Handling Drills
Agents practice common insurance objections with per-turn AI feedback on tone, accuracy, and compliance.
Performance Scoring
Roleplay responses get per-turn AI scoring, and session scorecards (Beta) break results down by criteria such as knowledge, communication, and compliance.
Progress Tracking
Session history shows each agent's progress over time, and coaching analytics (Agency and above) help managers spot gaps across the team.
Evidence You Can Audit
Every session stores the transcript, the per-response scores, and the criterion breakdown behind them, so a coaching conversation starts from what was actually said.
Track the Impact
Track Coaching Impact on Agency Performance
See coaching completion and progress across your team in one analytics dashboard.
Pipeline Conversion
Revenue Trend
Agent Leaderboard
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Frequently Asked Questions
AI coaching is included on Pro and higher plans with no monthly session cap; the 7-day trial includes 2 sessions. Sessions are saved with transcripts and scoring history.
Product knowledge (life, health, IUL, annuity), sales skills (objection handling, closing, needs analysis), compliance awareness, and client communication. Managers can add their own scenarios for anything not covered.
Yes. Managers can assign modules and track progress across the team from the coaching dashboard.
Yes. Tracks start with fundamentals such as discovery and qualification and progress to advanced scenarios, so a new agent's first difficult objection does not have to be a live client call.
Ready to accelerate your team's performance?
Book a demo and see how AI coaching supports new-agent ramp-up and ongoing practice.